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Elevance Health

1,515 hedge funds and large institutions have $90.8B invested in Elevance Health in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 573 increasing their positions, 569 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
Holders Change %
0%
% of All Funds
24.15%
Holding in Top 10
55
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+22.22%
% of All Funds
0.88%
New
115
Increased
573
Reduced
569
Closed
98
Calls
$619M
Puts
$548M
Net Calls
+$71M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
CWP
1151
Concord Wealth Partners
Virginia
$310K -$161K -369 -34%
MAM
1152
Marotta Asset Management
Virginia
$308K
SC
1153
Sierra Capital
Florida
$307K
VVP
1154
Venture Visionary Partners
Ohio
$307K -$20.9K -48 -6%
TC
1155
Trilogy Capital
California
$306K -$37.4K -86 -11%
TIA
1156
Tandem Investment Advisors
South Carolina
$306K -$31.4K -72 -9%
CIA
1157
Choate Investment Advisors
Massachusetts
$305K +$305K +701 New
OL
1158
Owen LaRue
Kentucky
$305K
SCM
1159
Sandler Capital Management
New York
$305K
BOPW
1160
Brandywine Oak Private Wealth
Pennsylvania
$304K
PWMG
1161
Provence Wealth Management Group
California
$304K +$54.4K +125 +22%
Kayne Anderson Rudnick Investment Management
1162
Kayne Anderson Rudnick Investment Management
California
$304K
FF
1163
Fluent Financial
Texas
$304K +$304K +698 New
BPC
1164
Banque Pictet & Cie
Switzerland
$303K -$877K -2,014 -74%
AWM
1165
Adams Wealth Management
Utah
$303K
BOSSRA
1166
B.O.S.S. Retirement Advisors
Utah
$300K +$31.8K +73 +12%
SFG
1167
Summit Financial Group
West Virginia
$300K
BFG
1168
Berger Financial Group
Minnesota
$298K -$3.92K -9 -1%
SAG
1169
SageView Advisory Group
California
$297K +$59.6K +136 +25%
WANY
1170
Wealthspire Advisors (New York)
New York
$297K -$590K -1,355 -67%
AF
1171
Aldebaran Financial
$296K
PFG
1172
Prosperity Financial Group
California
$296K +$10.9K +25 +4%
HKIMG
1173
Hutchens & Kramer Investment Management Group
Indiana
$294K -$4.4K -10 -1%
OWA
1174
Octavia Wealth Advisors
Ohio
$294K +$76.6K +176 +35%
RCM
1175
Raleigh Capital Management
North Carolina
$293K +$7.83K +18 +3%